Platform API

Save organization W-9

Save profile settings.

PUThttps://app.mindbill.org/partner/v2/organizations/{id}/w9

Save profile settings. Provider/location writes upsert by id, then externalId; existing records are not deleted. W-9 replaces the current PDF. Stored SSNs are masked on reads; omit taxId to preserve it. Do not send response-only taxIdConfigured or taxIdLast4.

AuthenticationServer API key or browser session + Origin

Permissions by credentialServer: orgs:write · Browser: organization:manage

IdempotencyRequired for safe retries

Use this URL with a server API key or a browser session and its exact allowed Origin. Both credentials use the same request and response contract. See the component API inventory for exact paths and SDK methods.

Path parameters

FieldTypeDescription

idRequired

string

Resource identifier.

Request body

FieldTypeDescription

filenameRequired

string

filename

contentBase64Required

string

Base64 PDF. Decoded maximum 10 MiB; PDF magic bytes are validated.

taxYear

integer

taxYear

Examples

curl 'https://app.mindbill.org/partner/v2/organizations/{id}/w9' \
  --request PUT \
  --header "Authorization: Bearer $MINDBILL_API_KEY" \
  --header 'Content-Type: application/json' \
  --data @request.json \
  --header 'Idempotency-Key: example-write-0001'

curl 'https://app.mindbill.org/partner/v2/organizations/{id}/w9' \
  --request PUT \
  --header "Authorization: Bearer $MINDBILL_BROWSER_TOKEN" \
  --header 'Origin: https://your-app.example' \
  --header 'Content-Type: application/json' \
  --data @request.json \
  --header 'Idempotency-Key: example-write-0001'

Response

200

Response fields are documented below.

FieldTypeDescription

dataRequired

object

data

data.organizationIdRequired

string

organizationId

data.practiceIdentity

object

Practice identity; stored SSNs are masked with taxIdConfigured and taxIdLast4.

data.billingProvidersRequired

object[]

billingProviders

data.renderingProvidersRequired

object[]

renderingProviders

data.locationsRequired

object[]

locations

data.w9Required

object | null

data.onboardingRequired

object

onboarding